Farmers & Merchants Investments Inc’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14M | Sell |
174,622
-4,919
| -3% | -$394K | 0.41% | 70 |
|
2025
Q1 | $12.9M | Sell |
179,541
-13,279
| -7% | -$953K | 0.41% | 73 |
|
2024
Q4 | $13.5M | Sell |
192,820
-578
| -0.3% | -$40.6K | 0.42% | 69 |
|
2024
Q3 | $10.9M | Buy |
193,398
+870
| +0.5% | +$49.1K | 0.34% | 88 |
|
2024
Q2 | $11.4M | Sell |
192,528
-1,427
| -0.7% | -$84.8K | 0.38% | 78 |
|
2024
Q1 | $11.2M | Sell |
193,955
-8,779
| -4% | -$509K | 0.38% | 81 |
|
2023
Q4 | $9.98M | Sell |
202,734
-1,515
| -0.7% | -$74.6K | 0.36% | 83 |
|
2023
Q3 | $8.35M | Sell |
204,249
-1,420
| -0.7% | -$58K | 0.33% | 87 |
|
2023
Q2 | $8.78M | Sell |
205,669
-23,708
| -10% | -$1.01M | 0.33% | 86 |
|
2023
Q1 | $8.57M | Sell |
229,377
-14,950
| -6% | -$559K | 0.34% | 91 |
|
2022
Q4 | $10.1M | Sell |
244,327
-16,269
| -6% | -$672K | 0.41% | 80 |
|
2022
Q3 | $10.5M | Sell |
260,596
-10,415
| -4% | -$419K | 0.47% | 68 |
|
2022
Q2 | $10.6M | Sell |
271,011
-10,102
| -4% | -$396K | 0.45% | 68 |
|
2022
Q1 | $13.6M | Buy |
281,113
+1,688
| +0.6% | +$81.8K | 0.52% | 54 |
|
2021
Q4 | $13.4M | Sell |
279,425
-7,597
| -3% | -$365K | 0.5% | 61 |
|
2021
Q3 | $13.3M | Buy |
287,022
+101
| +0% | +$4.69K | 0.56% | 51 |
|
2021
Q2 | $13M | Sell |
286,921
-7,835
| -3% | -$355K | 0.58% | 49 |
|
2021
Q1 | $11.5M | Sell |
294,756
-8,162
| -3% | -$319K | 0.55% | 54 |
|
2020
Q4 | $9.14M | Sell |
302,918
-1,114
| -0.4% | -$33.6K | 0.47% | 71 |
|
2020
Q3 | $7.15M | Sell |
304,032
-44,772
| -13% | -$1.05M | 0.43% | 76 |
|
2020
Q2 | $8.93M | Sell |
348,804
-10,732
| -3% | -$275K | 0.58% | 53 |
|
2020
Q1 | $10.3M | Sell |
359,536
-37,706
| -9% | -$1.08M | 0.79% | 35 |
|
2019
Q4 | $21.4M | Sell |
397,242
-9,781
| -2% | -$526K | 1.31% | 10 |
|
2019
Q3 | $20.5M | Sell |
407,023
-30,090
| -7% | -$1.52M | 1.29% | 10 |
|
2019
Q2 | $20.7M | Sell |
437,113
-38,432
| -8% | -$1.82M | 1.33% | 11 |
|
2019
Q1 | $23M | Sell |
475,545
-42,212
| -8% | -$2.04M | 1.54% | 9 |
|
2018
Q4 | $23.9M | Sell |
517,757
-18,812
| -4% | -$867K | 1.81% | 7 |
|
2018
Q3 | $28.2M | Sell |
536,569
-10,310
| -2% | -$542K | 1.92% | 7 |
|
2018
Q2 | $30.3M | Sell |
546,879
-3,188
| -0.6% | -$177K | 2.2% | 5 |
|
2018
Q1 | $28.8M | Buy |
550,067
+285
| +0.1% | +$14.9K | 2.17% | 4 |
|
2017
Q4 | $33.4M | Sell |
549,782
-27,094
| -5% | -$1.64M | 2.43% | 4 |
|
2017
Q3 | $31.8M | Sell |
576,876
-40,935
| -7% | -$2.26M | 2.51% | 4 |
|
2017
Q2 | $34.2M | Sell |
617,811
-57,634
| -9% | -$3.19M | 2.85% | 3 |
|
2017
Q1 | $37.6M | Sell |
675,445
-76,751
| -10% | -$4.27M | 3.33% | 3 |
|
2016
Q4 | $41.5M | Buy |
752,196
+600,351
| +395% | +$33.1M | 3.79% | 2 |
|
2016
Q3 | $6.72M | Buy |
151,845
+29,099
| +24% | +$1.29M | 0.7% | 44 |
|
2016
Q2 | $5.81M | Sell |
122,746
-475
| -0.4% | -$22.5K | 0.65% | 52 |
|
2016
Q1 | $5.96M | Buy |
123,221
+4,206
| +4% | +$203K | 0.69% | 49 |
|
2015
Q4 | $6.47M | Buy |
119,015
+816
| +0.7% | +$44.4K | 0.81% | 35 |
|
2015
Q3 | $6.07M | Buy |
118,199
+2,430
| +2% | +$125K | 0.83% | 36 |
|
2015
Q2 | $6.51M | Buy |
115,769
+3,300
| +3% | +$186K | 0.83% | 34 |
|
2015
Q1 | $6.12M | Buy |
112,469
+7,413
| +7% | +$403K | 0.77% | 40 |
|
2014
Q4 | $5.76M | Buy |
105,056
+4,291
| +4% | +$235K | 0.72% | 44 |
|
2014
Q3 | $5.23M | Buy |
100,765
+2,269
| +2% | +$118K | 0.69% | 46 |
|
2014
Q2 | $5.18M | Buy |
98,496
+2,039
| +2% | +$107K | 0.69% | 48 |
|
2014
Q1 | $4.8M | Buy |
96,457
+16,354
| +20% | +$813K | 0.67% | 46 |
|
2013
Q4 | $3.64M | Buy |
80,103
+3,705
| +5% | +$168K | 0.52% | 66 |
|
2013
Q3 | $3.16M | Sell |
76,398
-21,639
| -22% | -$894K | 0.5% | 72 |
|
2013
Q2 | $4.05M | Buy |
+98,037
| New | +$4.05M | 0.62% | 52 |
|